EA SERIES TRUST

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CHGX·02072L151·US·etf·Unknown - Unknown

STANCE SUSTAINAB

CHGX (EA SERIES TRUST) is held by 20 institutional investors as of Q1 2026. Largest holders: COMMONWEALTH EQUITY SERVICES, LLC ($2.1M), Private Advisor Group, LLC ($1.9M), LPL Financial LLC ($1.8M). Net institutional sentiment: Bearish.

20

Holders

Avg rating(6 Elite)

$9.9M

Total Value

27% (23)

Fund Consensus

4 buying - 11 selling

Smart Money Verdict

View all

42Weak MomentumSingle Source

Institutional (13F)42

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how CHGX's score breaks down across 4 SEC sources

Holder Quality

6

★★★★★

Elite

11

★★★★

Strong

6

★★★

Solid

0

★★

Below

0

★

Weak

Held by 20 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (20)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	76,840(-3.8%)	$2.1M	0.0%	+20.10%	0
Private Advisor Group, LLC	Decreased	70,947(-1.8%)	$1.9M	0.0%	+20.10%	0
LPL Financial LLC	Decreased	66,399(-1.4%)	$1.8M	0.0%	+19.22%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	30,842(+220.3%)	$827,146	0.0%	+13.30%	40
Pathstone Holdings, LLC	Decreased	27,164(-2.3%)	$728,517	0.0%	+18.12%	0
Sanctuary Advisors, LLC	New	22,769	$610,646	0.0%	+10.46%	34
HighTower Advisors, LLC	Unchanged	19,396	$520,185	0.0%	+19.76%	0
ROYAL BANK OF CANADA	Decreased	16,264(-2.4%)	$436,000	0.0%	+20.10%	0
MORGAN STANLEY	Unchanged	9,356	$250,920	0.0%	+20.10%	0
FWFocus Partners Wealth	Unchanged	7,860	$210,799	0.0%	+20.10%	0
FMR LLC	Unchanged	5,911	$158,517	0.0%	+19.89%	0
Farther Finance Advisors, LLC	Increased	5,641(+3.7%)	$152,642	0.0%	+15.79%	23
Steward Partners Investment Advisory, LLC	Unchanged	3,159	$84,722	0.0%	+20.10%	0
ASSETMARK, INC	Decreased	2,743(-37.6%)	$73,565	0.0%	+13.89%	0
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	1,729	$46,370	0.0%	+20.10%	0
AE Wealth Management LLC	Unchanged	1,211	$32,478	0.0%	+12.44%	0
JPMORGAN CHASE & CO	Decreased	738(-45.4%)	$19,250	0.0%	+12.64%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	New	57	$1,529	0.0%	+10.46%	17
UBS Group AG	Decreased	11(-96.0%)	$295	0.0%	+19.02%	0
WELLS FARGO & COMPANY/MN	Unchanged	1	$23	0.0%	+12.44%	0

Showing 1-20 of 23

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer